Wiki source code of 18. Approval Plans
Last modified by Admin User on 2023/06/30 10:26
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1.1 | 1 | An Approval Plan is set up to define the path a requisition, order, change order, receipt or invoice takes for approval. Approval plans are synonymously known as ‘**Workflows**’ since they determine the flow of a buyer’s work through the P2P. |
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| 3 | A plan principally routes documents to users or roles for approval based on configurable criteria but can also be configured to send eMail notification messages to an internal user or external party, manage budgets, process price quote processes or trigger an external process. | ||
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| 5 | Each approval plan is made up of: | ||
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| 7 | * **Fixed header information:** **Type** (see __[[Plan Types>>Plan Types]]__), **Name**, **Description**, **Master or Sub Plan** identifier (see __[[Master and Sub Plans>>Master and Sub Plans]]__) and an **Organisational Assignment **for administration purposes. | ||
| 8 | * **Editable Tasks:** The configurable content of plan consisting of an activity, an activity owner and the criteria governing the validity of the activity (see __[[Plan Tasks>>Plan Tasks]]__). | ||
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| 10 | [[Plan Types>>Plan Types]] | ||
| 11 | [[Plan Tasks>>Plan Tasks]] | ||
| 12 | [[Master and Sub Plans>>Master and Sub Plans]] | ||
| 13 | [[Creating Approval Plans>>Creating Approval Plans]] | ||
| 14 | [[Changing Approval Plans>>Changing Approval Plans]] | ||
| 15 | [[Copying Approval Plans>>Copying Approval Plans]] | ||
| 16 | [[One Step Approval>>One Step Approval]] | ||
| 17 | [[Change Order Plans>>Change Order Plans]] | ||
| 18 | [[Invoice Settlement Approval Plans>>Invoice Settlement Approval Plans]] | ||
| 19 | [[Real Time Price Checking>>Real Time Price Checking]] | ||
| 20 | [[Workflow Admin Report>>Workflow Admin Report]] |